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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,274 | $52,353-97.6% | $120,225-98.9% | $82,448-98.5% |
| Participation rate | 72.9% | 58.3%+14.6pp | 69.6%+3.3pp | 68.1%+4.8pp |
| Annual return | 8.02% | 61.85%-53.8pp | 439.23%-431.2pp | 41.64%-33.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $712 | $2,627-72.9% | $3,999-82.2% | $4,139-82.8% |
| Admin fee / account holder | $236 | $4,363-94.6% | $5,696-95.9% | $7,234-96.7% |